NewSquare Capital’s Quest Diagnostics DGX Stock Holding History

NewSquare Capital’s Portfolio DGX Stock Details DGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-82	Closed	-$14.7K	–	445
2025 Q2	$14.7K	Buy	82 +29	+55%	+$5.04K	﹤0.01%	560
2025 Q1	$8.97K	Buy	53 +42	+382%	+$6.9K	﹤0.01%	575
2024 Q4	$1.66K	Buy	+11	New	+$1.71K	﹤0.01%	577
2020 Q1	–	Sell	-47	Closed	-$5K	–	361
2019 Q4	$5K	Hold	47	–	–	﹤0.01%	255
2019 Q3	$5K	Hold	47	–	–	﹤0.01%	224
2019 Q2	$5K	Hold	47	–	–	﹤0.01%	285
2019 Q1	$4K	Hold	47	–	–	﹤0.01%	283
2018 Q4	$4K	Hold	47	–	–	﹤0.01%	268
2018 Q3	$5K	Hold	47	–	–	﹤0.01%	267
2018 Q2	$5K	Hold	47	–	–	﹤0.01%	263
2018 Q1	$5K	Hold	47	–	–	﹤0.01%	269
2017 Q4	$5K	Buy	+47	New	+$4.46K	﹤0.01%	274
2016 Q4	–	Sell	-61	Closed	-$5K	–	355
2016 Q3	$5K	Buy	+61	New	+$5.12K	﹤0.01%	308

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewSquare Capital's DGX Position: Q3 2025 in Review

NewSquare Capital sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 82 shares — an estimated $14.7K sold.

NewSquare Capital first reported a position in DGX in Q3 2016 and held it in 13 quarters. The position peaked at $14.7K in Q2 2025. 1,005 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

NewSquare Capital reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 82 Quest Diagnostics shares in Q3 2025, an estimated $14.7K.
NewSquare Capital first reported a position in Quest Diagnostics in Q3 2016 and held it in 13 quarters.
NewSquare Capital's Quest Diagnostics position peaked at $14.7K in Q2 2025.
1,005 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.